Name Holding Trade Value Shares
Change
Change in
Stake
CRC
951
Curi RMB Capital
Illinois
$264K -$165K -3,202 -40%
YWP
952
YorkBridge Wealth Partners
New York
$264K -$7.39K -143 -3%
NFG
953
Nations Financial Group
Iowa
$264K +$2.43K +47 +1%
ZIC
954
ZWJ Investment Counsel
Georgia
$263K +$4.55K +88 +2%
BWP
955
Baldwin Wealth Partners
Massachusetts
$261K -$4.13K -80 -2%
SC
956
Savant Capital
Illinois
$261K +$2.84K +55 +1%
RMDI
957
R.M. Davis Inc
Maine
$261K +$10.9K +211 +5%
CB
958
Cadence Bank
Mississippi
$261K +$246K +4,760 New
RBC
959
Roble Belko & Company
Pennsylvania
$259K -$40.2K -778 -14%
OL
960
Optas LLC
Texas
$258K +$243K +4,707 New
FNT
961
First Nebraska Trust
Nebraska
$256K – – –
1WA
962
180 Wealth Advisors
Washington
$256K -$28K -541 -10%
AA
963
Apriem Advisors
California
$256K – – –
ANRIA
964
American National Registered Investment Advisor
Texas
$255K – – –
MAM
965
Morse Asset Management
Connecticut
$254K -$85.7K -1,658 -26%
SCM
966
Southport Capital Management
Tennessee
$253K -$53.7K -1,040 -18%
HT
967
Heritage Trust
Oklahoma
$252K +$7.08K +137 +3%
FM
968
Family Management
New York
$252K +$238K +4,612 New
BFIM
969
Beese Fulmer Investment Management
Ohio
$251K -$653K -12,631 -73%
DWM
970
Doyle Wealth Management
Florida
$249K -$20.5K -397 -8%
FHC
971
First Heartland Consultants
Missouri
$249K -$5.12K -99 -2%
CGL
972
Clarius Group LLC
Washington
$248K +$245K +4,741 New
FBT
973
First Bankers Trust
Kentucky
$247K -$47.9K -927 -17%
AIM
974
Aspen Investment Management
Michigan
$247K -$31.2K -603 -12%
RTC
975
Riverview Trust Company
Washington
$247K – – –